-79.8%
CATO vs VT
+66.2%
-146.0%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -1.9% | +0.4% | -2.3% | -2.2% |
| 30D | -24.2% | +1.0% | -25.2% | -24.8% |
| 3M | -20.7% | +2.4% | -23.1% | -22.2% |
| 6M | -16.7% | +12.0% | -28.7% | -24.5% |
| YTD | -15.9% | +15.3% | -31.2% | -25.5% |
| 1Y | -42.2% | +22.6% | -64.8% | -51.3% |
| 3Y | -61.0% | +74.7% | -135.7% | -76.0% |
| All | -79.8% | +66.2% | -146.0% | -86.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling